Links of Interest – September 24, 2010

Charlie Munger at the University of Michigan (video)

‘We will never see another Warren Buffett’ – Money – DNA – Monish Pabrai on Buffett and investing.

Plan Not to Panic – Joel Greenblatt

Why Some of the Strongest Firms Disappointed Investors

What’s Your CEO Really Worth?

stockPup – fetching data for the intelligent investor – interesting research tool. Worth a look.

A few stock ideas:

Buffett Builds Stake in Needle Maker — Seeking Alpha

A Long-Term Look at Lowe’s — Seeking Alpha

Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks — Seeking Alpha

GameStop To Buy Back $300M in Shares; Retire $200M In Debt – WSJ.com – GameStop has been showing up on the Magic Formula screen.

Here’s a blueprint for how to analyze a retail stock. Looks like Joel Greenblatt’s Special Situations Investing class at the Columbia Business School. The speaker could be Greenblatt’s sister who, I believe, specializes in retail investing. Study this one carefully as it shows how a successful investor values a business.

Class Notes #6 an Investor Specializing in Retail Store Investing

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One thought on “Links of Interest – September 24, 2010

  1. Giuseppe Piazzolla

    Hi Greg, have you any evidence that there is an inverse correlation between executive compensation and value creation (to be expected) from a listed company? I quickly read this article from WSJ (JULY 27, 2010, Oracle’s Ellison: Pay King, Leads WSJ List of Top-Paid CEOs of the Decade; Diller, Irani, Jobs Rank High) + the experience of W. Buffett seems to indicate that maybe and index that weights more the company whose Executive compensation / Enterprise Value is lower could be a better strategy!

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